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594 hedge funds and large institutions have $16B invested in Icon in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2.86% less ownership

Funds ownership: 95.01%92.15% (-2.9%)

10% less funds holding

Funds holding: 660594 (-66)

26% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 253

29% less capital invested

Capital invested by funds: $22.4B → $16B (-$6.4B)

39% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 152

66% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $96.4M

Holders
594
Holders Change
-66
Holders Change %
-10%
% of All Funds
7.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
93
Increased
188
Reduced
253
Closed
152
Calls
$33.1M
Puts
$96.4M
Net Calls
-$63.3M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
P
351
&Partners
Tennessee
$480K -$92.9K -398 -15%
PA
352
Pinnacle Associates
New York
$479K
NA
353
NewEdge Advisors
Louisiana
$467K -$104K -444 -17%
AT
354
American Trust
Kentucky
$465K +$240K +1,027 +86%
WWP
355
WR Wealth Planners
Missouri
$463K -$59.1K -253 -10%
LWAM
356
Legacy Wealth Asset Management
Minnesota
$462K +$2.57K +11 +0.5%
AWAU
357
Alliance Wealth Advisors (Utah)
Utah
$450K -$458K -1,963 -48%
VWM
358
Venturi Wealth Management
Texas
$448K +$121K +518 +32%
GC
359
Guggenheim Capital
Illinois
$441K +$231K +988 +88%
WI
360
Wahed Invest
New York
$440K +$25.2K +108 +5%
SOW
361
State of Wyoming
Wyoming
$437K -$11.4K -49 -2%
GCA
362
Greenwood Capital Associates
South Carolina
$430K -$24.3K -104 -5%
PIC
363
Portland Investment Counsel
Ontario, Canada
$419K +$280K +1,200 +150%
ST
364
Somerset Trust
Pennsylvania
$418K -$19.8K -85 -4%
AA
365
AlphaCentric Advisors
Puerto Rico
$412K +$459K +1,965 New
MC
366
Maverick Capital
Texas
$411K +$457K +1,958 New
GIM
367
Groesbeck Investment Management
New Jersey
$401K -$60.7K -260 -12%
Kovitz Investment Group Partners
368
Kovitz Investment Group Partners
Illinois
$401K +$249K +1,067 +126%
Cambridge Investment Research Advisors
369
Cambridge Investment Research Advisors
Iowa
$386K +$20.1K +86 +5%
MCC
370
Malaga Cove Capital
California
$386K +$5.84K +25 +1%
Zurich Cantonal Bank
371
Zurich Cantonal Bank
Switzerland
$381K -$418K -1,792 -50%
CP
372
Covenant Partners
Tennessee
$378K -$425K -1,819 -50%
DADC
373
D.A. Davidson & Co
Montana
$372K -$17.3K -74 -4%
BFG
374
Birch Financial Group
New Hampshire
$372K +$414K +1,772 New
SCA
375
Summit Creek Advisors
Minnesota
$369K

ICLR Hedge Fund Activity: Q4 2024 in Review

594 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Icon (ICLR) for Q4 2024, worth a combined $16B — down 29% from $22.4B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of ICLR and 93 opened new positions — a net loss of 59 holders — while 253 trimmed existing stakes and 188 added.

The largest buyer was Ruane, Cunniff & Goldfarb, opening a new position worth an estimated $296M. The largest seller was Boston Partners, cutting an estimated $386M.

  • 594 institutional investors held Icon (ICLR) as of Q4 2024, down from 660 in Q3 2024.
  • Funds reported $16B of Icon stock for Q4 2024, down 29% quarter-over-quarter.
  • 93 funds opened new Icon positions in Q4 2024 and 152 closed out, a net change of -59 holders.
  • The largest Icon buyer in Q4 2024 was Ruane, Cunniff & Goldfarb, an estimated $296M added.
  • The largest Icon seller in Q4 2024 was Boston Partners, an estimated $386M sold.

Based on aggregated 13F filings for Q4 2024.